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Insights and Research
Will the Real Alphas Stand Up?
October 16, 2023
Elisabetta Basilico, PhD, CFA
Does our industry use too much Greek?
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Smaller Is Better
August 29, 2022
Elisabetta Basilico, PhD, CFA
Bigger is not better in the money management business and the larger you are as an investor, the harder it is to allocate in a manner that keeps managers small.
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What To Do About Inversions
April 3, 2022
Elisabetta Basilico, PhD, CFA
It is not easy and requires a lot of active discipline and fortitude.
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Inflation – What Should An Investor Do?
August 8, 2021
Elisabetta Basilico, PhD, CFA
The best long-term strategy is to stick to your long-term strategy.
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Waving Banners – Have Some ESG Managers Lost Their Way?
July 13, 2021
Elisabetta Basilico, PhD, CFA
Do some ESG managers wave banners too much?
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Do The Kingmakers Have Clothes?
April 19, 2021
Elisabetta Basilico, PhD, CFA
Do investment manager selection kingmakers have any clothes? We will let you make your own conclusions.
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